SWZ
Total Return Securities Fund
CIK: 0000813623
Last activity: 1 weeks ago
Trend Signals
CEO buying activity
1 weeks ago
Insider Roster (4 total, 4 active)
| Insider | Buys | Sells | Net Value | Holdings |
|---|---|---|---|---|
| Dakos Andrew President and CEO | 23 | 0 | $525K | 72,119 shares $430K |
| CSS LLC/IL TEN_PERCENT_OWNER | 0 | 24 | -$347K | 1,687,267 shares $10.55M |
| GOLDSTEIN PHILLIP Secretary | 6 | 0 | $300K | 113,234 shares $677K |
| SELL MORITZ A DIRECTOR | 2 | 0 | $13K | 9,998 shares $60K |
Recent Transactions
5,000 shares @ $5.96
$30K
Mar 24, 2026
1,000 shares @ $5.95
$6K
Mar 24, 2026
10,000 shares @ $5.98
$60K
Mar 18, 2026
3,324 shares @ $6.00
$20K
Mar 12, 2026
1,700 shares @ $6.00
$10K
Mar 11, 2026
12,500 shares @ $5.97
$75K
Mar 6, 2026
12,000 shares @ $6.01
$72K
Mar 5, 2026
10,000 shares @ $5.99
$60K
Mar 5, 2026
5,000 shares @ $6.01
$30K
Mar 3, 2026
9,918 shares @ $5.95
$59K
Mar 2, 2026
5,000 shares @ $6.15
$31K
Mar 2, 2026
2,000 shares @ $6.20
$12K
Feb 27, 2026
5,000 shares @ $6.17
$31K
Feb 26, 2026
1,348 shares @ $6.17
$8K
Feb 24, 2026
326 shares @ $6.14
$2K
Feb 24, 2026
5,000 shares @ $6.13
$31K
Feb 23, 2026
2,000 shares @ $6.14
$12K
Feb 23, 2026
2,000 shares @ $6.13
$12K
Feb 23, 2026
2,817 shares @ $6.16
$17K
Feb 20, 2026
183 shares @ $6.14
$1K
Feb 20, 2026
4,881 shares @ $6.12
$30K
Feb 19, 2026
119 shares @ $6.11
$727
Feb 19, 2026
10,000 shares @ $6.07
$61K
Feb 6, 2026
2,000 shares @ $6.04
$12K
Feb 4, 2026
2,000 shares @ $6.03
$12K
Feb 4, 2026
2,000 shares @ $6.02
$12K
Feb 4, 2026
7,000 shares @ $5.97
$42K
Feb 3, 2026
3,000 shares @ $5.96
$18K
Feb 3, 2026
1,000 shares @ $5.96
$6K
Feb 3, 2026
1,120 shares @ $5.98
$7K
Feb 2, 2026
10,000 shares @ $5.92
$59K
Jan 30, 2026
7,000 shares @ $6.25
$44K
Dec 30, 2025
4,900 shares @ $6.24
$31K
Dec 30, 2025
196 shares @ $6.27
$1K
Dec 30, 2025
100 shares @ $6.25
$626
Dec 30, 2025
3,000 shares @ $6.27
$19K
Dec 29, 2025
3,000 shares @ $6.26
$19K
Dec 29, 2025
1,772 shares @ $6.25
$11K
Dec 29, 2025
13,402 shares @ $6.26
$84K
Dec 26, 2025
4,600 shares @ $6.25
$29K
Dec 26, 2025
2,100 shares @ $6.27
$13K
Dec 26, 2025
598 shares @ $6.26
$4K
Dec 26, 2025
300 shares @ $6.25
$2K
Dec 26, 2025
1,000 shares @ $6.22
$6K
Dec 24, 2025
100 shares @ $6.23
$623
Dec 24, 2025
3,000 shares @ $6.26
$19K
Dec 23, 2025
1,400 shares @ $6.25
$9K
Dec 23, 2025
1,000 shares @ $6.25
$6K
Dec 23, 2025
900 shares @ $6.26
$6K
Dec 22, 2025
167 shares @ $6.25
$1K
Dec 22, 2025
4,000 shares @ $6.24
$25K
Dec 15, 2025
1,000 shares @ $6.22
$6K
Dec 15, 2025
1,000 shares @ $6.20
$6K
Dec 15, 2025
500 shares @ $6.23
$3K
Dec 15, 2025
500 shares @ $6.21
$3K
Dec 15, 2025
⚠️ Important Disclaimer
• This is AI-generated analysis for educational purposes only, not financial advice.
• Insider trading data is derived from SEC Form 4 filings and may contain errors.
• Always conduct your own research and consult qualified financial advisors before making investment decisions.